Workiva
294 hedge funds and large institutions have $3.64B invested in Workiva in 2024 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 90 increasing their positions, 125 reducing their positions, and 40 closing their positions.
40% more call options, than puts
Call options by funds: $6.53M | Put options by funds: $4.68M
7% more capital invested
Capital invested by funds: $3.42B → $3.64B (+$227M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
2% less funds holding
Funds holding: 300 → 294 (-6)
2.22% less ownership
Funds ownership: 91.78% → 89.56% (-2.2%)
10% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 40
28% less repeat investments, than reductions
Existing positions increased: 90 | Existing positions reduced: 125
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$62M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.9M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
+$17.8M |
| 4 |
Goldman Sachs
New York
|
+$17.8M |
| 5 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$80.3M |
| 2 |
Brown Advisory
Baltimore,
Maryland
|
-$28M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$25.4M |
| 4 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$23.5M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$18.1M |
WK Hedge Fund Activity: Q3 2024 in Review
294 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Workiva (WK) for Q3 2024, worth a combined $3.64B — up 6.6% from $3.42B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of WK and 36 opened new positions — a net loss of 4 holders — while 125 trimmed existing stakes and 90 added.
The largest buyer was BlackRock, adding an estimated $62M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $80.3M sold.
- 294 institutional investors held Workiva (WK) as of Q3 2024, down from 300 in Q2 2024.
- Funds reported $3.64B of Workiva stock for Q3 2024, up 6.6% quarter-over-quarter.
- 36 funds opened new Workiva positions in Q3 2024 and 40 closed out, a net change of -4 holders.
- The largest Workiva buyer in Q3 2024 was BlackRock, an estimated $62M added.
- The largest Workiva seller in Q3 2024 was Champlain Investment Partners, an estimated $80.3M sold.
Based on aggregated 13F filings for Q3 2024.